Investment Holdings

Are you self-employed and accumulating surplus assets in your company or personally?

Managing wealth within a corporate environment can provide significant tax benefits and we understand these rules and how to use them to your advantage.

We can help you structure a tax efficient ownership structure for your accumulating assets and retaining as much as possible on an after tax basis.

Services Available:

Please contact us to discuss how we can use our tax knowledge, business perspective and insight to provide you with valuable advice.